开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)|3.2.5(安卓)APP下载

mino酱是个小破货 · 2025年03月27日

烦请老师帮忙看下是否可以这么回答,谢谢老师

NO.PZ2022010501000021

问题如下:

Renner, Williams & Woods decides to have its equity and balanced composites verified. Because the firm has only a handful of fixed-income accounts and does not present fixed-income management results in marketing materials shown to prospects, management decides that it would be a waste of time and money to hire a verification firm to verify such a small composite. Is it possible for Renner, Williams & Woods to obtain a firm-wide verification that covers only the equity and balanced composites?

选项:

解释:

No, a firm may not choose to have only a portion of the firm verified. A firm that has been verified may choose to have a detailed performance examination conducted on one or more specific composites, but verification cannot be carried out on only select composites, pooled funds, or portfolios. Firms must not state that a particular composite has been “verified.”

不行,公司不得选择仅对公司的一部分进行验证。 经过验证的公司可以选择对一个或多个特定composites进行详细的绩效检查,但不能仅对选定的composites、集合基金或投资组合进行验证。 公司不得声明特定的复合材料已经“验证”。

Renner, Williams & Woods to obtain a firm-wide verification that covers only the equity and balanced composites is not appropriate. If Williams & Woods wants to obtain a firm-wide verification, it must include all the composites to be verified.

1 个答案

伯恩_品职助教 · 2025年03月28日

嗨,努力学习的PZer你好:


第二句话不对,验证也仅仅是抽查,不可能全部进行验证。第二句话删除即可

----------------------------------------------
努力的时光都是限量版,加油!

  • 1

    回答
  • 0

    关注
  • 4

    浏览
相关问题

NO.PZ2022010501000021 问题如下 Renner, Williams Woo cis to have its equity anbalancecomposites verifie Because the firm honly a hanul of fixeincome accounts anes not present fixeincome management results in marketing materials shown to prospects, management cis thit woula waste of time anmoney to hire a verification firm to verify sua small composite. Is it possible for Renner, Williams Woo to obtain a firm-wi verification thcovers only the equity anbalancecomposites? No, a firm mnot choose to have only a portion of the firm verifie A firm thhbeen verifiemchoose to have a taileperformanexamination concteon one or more specific composites, but verification cannot carrieout on only selecomposites, poolefun, or portfolios. Firms must not state tha particulcomposite hbeen “verifie” 不行,公司不得选择仅对公司的一部分进行验证。 经过验证的公司可以选择对一个或多个特定composites进行详细的绩效检查,但不能仅对选定的composites、集合基金或投资组合进行验证。 公司不得声明特定的复合材料已经“验证”。 我知道需要全公司范围验证,不能单独对composite进行验证。但是老师讲过可以对某一个特定的Composite或PooleFuntaileperformanexamination,同时可以对某一个特定的Composite或PooleFun特定的报告并声称已经被Verification过了。但这样结合这道题,为什么说不行呢?难道是题目的意思是,不能单独对composite进行验证,来判断整体是否符合GIPS?

2025-01-03 21:33 1 · 回答

NO.PZ2022010501000021 问题如下 Renner, Williams Woo cis to have its equity anbalancecomposites verifie Because the firm honly a hanul of fixeincome accounts anes not present fixeincome management results in marketing materials shown to prospects, management cis thit woula waste of time anmoney to hire a verification firm to verify sua small composite. Is it possible for Renner, Williams Woo to obtain a firm-wi verification thcovers only the equity anbalancecomposites? No, a firm mnot choose to have only a portion of the firm verifie A firm thhbeen verifiemchoose to have a taileperformanexamination concteon one or more specific composites, but verification cannot carrieout on only selecomposites, poolefun, or portfolios. Firms must not state tha particulcomposite hbeen “verifie” 不行,公司不得选择仅对公司的一部分进行验证。 经过验证的公司可以选择对一个或多个特定composites进行详细的绩效检查,但不能仅对选定的composites、集合基金或投资组合进行验证。 公司不得声明特定的复合材料已经“验证”。 答案里说“A firm thhbeen verifiemchoose to have a taileperformanexamination”,这个意思是说只有verifiefirm才能去选择进行taileperformanexamination,没有被verifiefirm就不能吗?

2024-07-26 10:01 1 · 回答